Gleason Group, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1822632 PROSPECT, KY

Position in BAC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,451,222

+$379,396 QoQ

Shares Held

43,019

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.54%

of 13F equity value

Holder Rank

#1,342

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gleason Group, Inc. holds $7,307,444 across 8 Banks - Diversified names. BAC ranks #2 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,577	$3,462,169
2	BAC	Bank Of America Corp /De/ This page	43,019	$2,451,222
3	C	Citigroup Inc	9,664	$1,352,573
4	WFC	Wells Fargo & Company/Mn	173	$14,296
5	MUFG	Mitsubishi Ufj Financial Group Inc	468	$9,308
6	BNY	Bank of New York Mellon Corp	53	$7,664
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	265	$6,248
8	UBS	UBS Group AG	80	$3,964

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,451,222	43,019	+1.2%	Shares	Sole	2026-07-13
2026-03-31	$2,071,826	42,499	-0.3%	Shares	Sole	2026-05-04
2025-12-31	$2,344,925	42,635	+0.3%	Shares	Sole	2026-01-15
2025-09-30	$2,192,059	42,490	-53.3%	Shares	Sole	2025-10-16
2025-06-30	$4,308,627	91,053	-7.8%	Shares	Sole	2025-07-17
2025-03-31	$4,121,421	98,764	-0.2%	Shares	Sole	2025-04-11
2024-12-31	$4,349,160	98,957	+0.5%	Shares	Sole	2025-01-13
2024-09-30	$3,905,861	98,434	-1.1%	Shares	Sole	2024-10-15
2024-06-30	$3,957,870	99,519	+1.3%	Shares	Sole	2024-07-12
2024-03-31	$3,726,967	98,285	-2.8%	Shares	Sole	2024-04-12
2023-12-31	$3,405,484	101,143	+6.7%	Shares	Sole	2024-01-19
2023-09-30	$2,596,308	94,825	-0.4%	Shares	Sole	2023-10-12
2023-06-30	$2,731,345	95,202	+0.1%	Shares	Sole	2023-07-20
2023-03-31	$2,718,830	95,064	+0.9%	Shares	Sole	2023-04-14
2022-12-31	$3,119,473	94,187	+0.7%	Shares	Sole	2023-01-11
2022-09-30	$2,825,632	93,564	+0.7%	Shares	Sole	2022-10-11
2022-06-30	$2,891,945	92,899	+0.7%	Shares	Sole	2022-07-13
2022-03-31	$3,803,987	92,285	-1.9%	Shares	Sole	2022-04-22
2021-12-31	$4,187,131	94,114	+0.1%	Shares	Sole	2022-01-18
2021-09-30	$3,991,700	94,033	+0.5%	Shares	Sole	2021-10-12
2021-06-30	$3,857,561	93,562	+0.3%	Shares	Sole	2021-07-27
2021-03-31	$3,609,777	93,300	+3.3%	Shares	Sole	2021-04-14
2020-12-31	$2,736,841	90,295	+2.9%	Shares	Sole	2021-01-28
2020-09-30	$2,114,403	87,771	+3.1%	Shares	Sole	2020-10-15
2020-06-30	$2,021,576	85,119	+9.4%	Shares	Sole	2020-08-27
2020-03-31	$1,652,373	77,832	—	Shares	Sole	2020-08-27
No filing history on record for this holder in this stock.